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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $154,228-71.3% | $145,433-69.6% | $137,256-67.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,504 | $4,804-6.2% | $4,554-1.1% | $4,156+8.4% |
| Participant deferral / active EE | $6,330 | $8,216-23.0% | $7,897-19.9% | $6,407-1.2% |
| Admin fee / account holder | $7,771 | $14,344-45.8% | $13,129-40.8% | $12,270-36.7% |